See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,743 | $106,749+8.4% | $145,433-20.4% | $82,448+40.4% |
| Participation rate | 87.7% | 75.6%+12.1pp | 82.1%+5.6pp | 68.1%+19.7pp |
| Annual return | 14.64% | 27.59%-13.0pp | 66.58%-51.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $5,662 | $3,444+64.4% | $4,554+24.3% | $2,551+122.0% |
| Participant deferral / active EE | $8,419 | $6,519+29.2% | $7,897+6.6% | $4,139+103.4% |
| Admin fee / account holder | $29,379 | $8,390+250.2% | $13,129+123.8% | $7,234+306.1% |